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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,254 | $82,674-19.9% | $125,363-47.2% | $68,495-3.3% |
| Participation rate | 56.9% | 75.0%-18.2pp | 82.4%-25.5pp | 67.9%-11.0pp |
| Annual return | -20.32% | -5.97%-14.3pp | 572.15%-592.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,299 | $6,111-13.3% | $7,447-28.8% | $4,028+31.6% |
| Admin fee / account holder | $9,237 | $6,276+47.2% | $10,005-7.7% | $5,403+70.9% |